Video: Top Five Reasons People are Choosing a Corporate Executor

Jonathan Fitzgerald |
Wealth Planning
Heckerling Jonathan.png

Jonathan Fitzgerald, national director of estate and trust settlement services, talks with Editor in Chief of Trusts & Estates magazine, Susan Lipp, at the 54th Annual Heckerling Institute on Estate Planning about the skills that are required to serve as an executor, particularly for a more complex estate. He provides compelling commentary on how family dynamics play a key role when it comes to naming an executor.Please see important disclosures at the end of the video.

View Video...